E-commerce
August 26, 2026
Are you wondering how to secure your B2B commercial relationships while hiding your specific prices on a Shopify store? This is essential to protect your margins and clearly distinguish the general public offer from business-to-business negotiation. This approach allows you to capture qualified leads without publicly revealing your wholesale prices, thereby avoiding aggressive price competition.
So how do you set up an effective process for quote requests and hidden prices? On the agenda:
How to turn a simple request into a prioritized sales opportunity using AI?
What strategy should you adopt to hide prices by customer group or product category?
How to convert a negotiated quote directly into an order on your Shopify store?
Which tools should you connect to synchronize quote activity with your existing CRM?
What configuration mistakes should you avoid during the initial setup?
Let's go.
Summary
Why does B2B require a structured quote workflow rather than a direct purchase?
The traditional model is at risk
B2B commerce operates differently from classic e-commerce. Where the final customer buys immediately, the professional buyer often needs to negotiate prices, validate quantities, or discuss specific deadlines. Imposing a standard shopping cart on these players generates friction and leads to lost potential deals.
Solutions like AI Request a Quote, Hide Price by SetuBridge respond precisely to this need. They replace direct price visibility with structured request flows. This allows for capturing the prospect's real needs before validating the final price.
This method is particularly aimed at industrial distributors or accessory brands that sell wholesale. It avoids having to deploy separate complex portals or costly CPQ (Configure, Price, Quote) systems for a company generating less than 25 million dollars in annual revenue.
A seamless integration
The goal is to keep your customers on your single store. They access the catalog, see the products but are prompted to request a quote rather than add to the cart if their customer status requires it. The process takes place directly within the Shopify interface.
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How to customize price display based on your customer segments?
Targeted masking is the key
Flexibility is the primary advantage of this type of tool. You are not forced to hide prices for everyone or for the entire catalog. The solution allows you to configure precise rules according to your business needs.
You can decide to hide prices for a specific group of customers, such as registered wholesalers or strategic partners. Conversely, the general public continues to see retail prices (MSRP) without any disruption. This duality is essential for keeping your B2C brand intact.
Granular filters
Masking is not limited to customer groups. You can also enable it by product tag, by collection, or even by specific item (SKU). For example, complex industrial spare parts, whose price varies depending on demand, can be systematically masked under a "wholesale" tag, while standard accessories remain visible.
This granularity allows you to adapt your strategy based on market dynamics. If a product line undergoes a price war, you can temporarily hide prices to respond via personalized quotes rather than automatically discounting your sales.
How does AI qualify and prioritize your inbound leads?
Intelligence at the service of sales
Receiving dozens of inquiries is not enough. The challenge is knowing which ones to convert. The AI lead scoring feature transforms this process. The tool analyzes entries to identify the warmest prospects.
Instead of your sales team wasting time contacting all inquiries with the same priority, the system prioritizes those with high sales potential. It can identify patterns of interest in the inquiry, the potential value, or the fit with your ideal targets.
A massive productivity gain
This automation allows your teams to focus on what really matters: negotiation and closing. For a small internal team, often limited in size (2 to 4 people), this is an efficiency multiplier.
The algorithm helps build draft quotes that your representatives can then refine. This reduces the initial administrative burden and accelerates the overall sales cycle. You go from weeks of email exchanges to days, or even hours for some transactions.
How to turn a multi-step request into a valid quote?
The smart form
The core of the user experience lies in how the request is collected. The tool replaces static pages with interactive, multi-step forms integrated directly into the product pages.
This process guides the user to provide all the necessary information without overwhelming them. They can choose their quantities, specify their delivery preferences, or add specific comments. The interface adapts to B2B needs while remaining simple to use.
A variety of contact channels
Capture is not limited to the web form. Depending on your preferences and the location of your customers, you can also integrate requests via WhatsApp or phone.
This flexibility is crucial for international trade, where buyers sometimes prefer a quick message over filling out a long form. No matter the input channel, all data is centralized in a unified view, ready to be transformed into a structured quote by your team.
Which communication channels can be used to capture purchase requisitions?
Beyond the website
Modern B2B commerce is not limited to classic contact forms. Today, buyers use various channels to initiate a business relationship. The tool integrates with these flows to ensure no opportunity is missed.
Integration with WhatsApp allows for the capture of quick requests, particularly useful for international markets or informal negotiations that often begin with an instant message. This brings the digital storefront closer to a direct sales service.
Centralization
All these requests, whether they come from the website, email, or WhatsApp, converge into a single interface. You no longer lose your leads scattered in personal inboxes or notebooks.
This centralization ensures that every request follows the same journey: reception, qualification by AI, draft generation, and conversion into an order. It is total control over your B2B sales process.
How do you convert approved quotes directly into Shopify orders?
From quote to invoice without friction
The critical moment for a B2B merchant is the transformation of the negotiated quote into an actual sale. Without automation, this often involves manually re-entering data into the management system, which generates errors and slows down invoicing.
The Convert Quote to Order feature eliminates this tedious step. Once a condition is negotiated and accepted by the customer, a single click automatically creates the corresponding order on your Shopify store.
Accuracy and speed
The system transfers all details: product lines, quantities, final negotiated prices, shipping and billing addresses. You no longer have to re-enter anything.
This makes your process measurable. You can track the exact conversion by sales representative and by product category. The time saved on manual entry helps accelerate delivery and improve customer satisfaction, as orders are processed almost instantly after verbal or written agreement.
Which CRM integrations allow you to synchronize quote activity?
The Connected Ecosystem
A quoting tool does not live in a vacuum. It must communicate with the other systems you already use for customer relationship management (CRM) and marketing. The solution offers native connectivity or via Zapier.
The main synchronizations concern HubSpot, Klaviyo, Mailchimp, SendinBlue, and ActiveCampaign. This means that each new lead qualified by the AI is automatically created in your CRM with all the data from the current quote.
A Continuous Flow
Integration with Microsoft Teams and Slack also allows you to notify your sales teams in real time as soon as a high-priority request arrives. Your agents can thus track the progress of negotiations without having to constantly log into the store.
This synchronization creates a coherent ecosystem where marketing knows who opened a quote and when to follow up, while sales always knows the current status of each opportunity. It is a perfect alignment between your technical and sales teams.
What are the typical use cases for B2B distributors?
The Industrial Distributor
A recurring scenario concerns distributors of industrial parts with an annual turnover between 3 and 15 million dollars. For them, product complexity requires prior discussion. Hiding prices on "wholesale" labels allows them to filter appropriate customers.
By redirecting requests to a structured form, they capture precise intent before engaging their sales teams. This optimizes the work of small sales forces, allowing them to focus on high-value opportunities.
The Mixed B2B and B2C Brand
Clothing or home decor brands selling both directly and wholesale use this solution to manage a single catalog. Retail buyers see prices, while wholesale accounts trigger the quote workflow.
This approach avoids the creation of a separate B2B site, thereby reducing technical and maintenance costs while providing a unified customer experience. Sending documents via WhatsApp is often used for international buyers to maintain a strong human connection.
What customer feedback highlights the strengths and limitations of the tool?
User Praise
The analyzed reviews show overall satisfaction with the technical support. Agents are often praised for their speed in resolving complex layout or CSS issues, allowing visual adjustments within minutes.
Basic features such as the clean integration of price hiding on the store are regularly cited as strong points. The transparency and responsiveness of the support teams allow for quick setup, even for advanced configurations.
Points of Attention
However, several users have reported initial issues with email notifications. Upon installation, delivery of quote request emails may temporarily fail, requiring support intervention to resolve.
Additionally, the initial setup can seem complex and often requires more time than expected or suggested by the installation documents. It is therefore highly recommended to set aside a dedicated time for the correct initialization of the hiding rules and connectors.
What alternative should you choose if your needs go beyond a simple request for a quote?
Comparison with B2B giants
If your business operates on Shopify Plus and requires full B2B store functionality, including order pads and fine-grained tiered pricing management, it may be more appropriate to look to solutions like SparkLayer.
These platforms offer a complete B2B store layer that handles not only quotes but also all wholesale logistics. They are ideal for very high-volume businesses that need complex, centralized management.
When to step away from this model?
Likewise, if you already use systems like Salesforce CPQ or DealHub for your advanced product configuration needs, adding a third-party tool dedicated to quoting can create costly redundancy.
This is also the case if you operate on a platform other than Shopify (such as Magento or BigCommerce), as these tools are designed specifically for the Shopify ecosystem. In these scenarios, the product-specific "request a quote" approach is less relevant than comprehensive contractual catalog management systems.
How does Qstomy complete this process to optimize the customer lifecycle?
Qstomy, the specialized AI agent
While AI Request a Quote manages the negotiation and pre-order phase, Qstomy steps in to secure the post-conversion relationship and build loyalty with the B2B customer. As a Shopify AI agent, Qstomy does not just process queries; it guides the buyer through every step of their journey.
Once the quote is converted into an order, Qstomy allows the customer to easily retrieve their past purchase history or track the status of their new delivery without needing to log in. This is crucial for B2B commerce, where traceability is a constant requirement.
Proactive after-sales service and recommendations
Qstomy also manages returns and exchanges by offering personalized solutions, thereby reducing customer service costs. Furthermore, thanks to its intelligent recommendation modules, it suggests complementary products (cross-sell) or replacement items to B2B customers, thus increasing the average order value (AOV).
Unlike generic tools, Qstomy incorporates a conversational logic that reminds customers of essential products before they run out of stock. This proactivity builds trust and positions your brand as a reliable partner for your professional buyers.
Which checklist should be followed to deploy this solution without errors?
Prepare for Deployment
Before installing the tool, ensure your customer groups and product tags are correctly configured in Shopify. Clearly define which categories should be hidden and which groups should have access to quotes.
Next, test the email notifications in draft mode to ensure that notification flows reach your sales team. Also, verify connectivity with your CRM (HubSpot, Klaviyo) to avoid any data loss upon receiving the first qualified lead.
Validation and Adjustments
It is crucial to dedicate time to the initial configuration. Do not rely on automatic "plug-and-play" installation without verifying the display rules.
In Summary
A successful deployment relies on rigorous planning of visibility rules and thorough testing of the full cycle: from the customer request to the CRM notification. Once in place, your B2B store will be able to handle complex negotiations without sacrificing the user experience.
To go further: Increase sales with smart product recommendations - Qstomy, E-commerce searchandising: optimizing internal search with customer words - Qstomy, AI Chatbot to retrieve an order without a customer account - Qstomy, How to use an AI chatbot to compare two products in your store? - Qstomy, How to use an AI chatbot for product recalls: informing without panicking customers? - Qstomy, AI Chatbot for quote-to-order conversion: validating lines, prices, and terms - Qstomy, Product recommendation by AI for more sales - Qstomy.
Enzo
August 26, 2026
